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Lighthouse Financial’s Citigroup C Stock Holding History

Lighthouse Financial’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Hold
2,675
– – 0.19% 57
2026
Q1 		$303K Buy
2,675
+337
+14% +$38.4K 0.18% 56
2025
Q4 		$273K Buy
2,338
+150
+7% +$15.6K 0.18% 57
2025
Q3 		$222K Buy
+2,188
New +$208K 0.15% 71

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lighthouse Financial's C Position: Q2 2026 in Review

Lighthouse Financial held its Citigroup (C) position steady in Q2 2026 at 2,675 shares worth $374K. The position accounts for 0.19% of the portfolio, ranked #57.

Lighthouse Financial first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lighthouse Financial held 2,675 shares of Citigroup worth $374K as of Q2 2026.
  • Lighthouse Financial left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.19% of Lighthouse Financial's portfolio in Q2 2026, its #57 holding.
  • Lighthouse Financial first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lighthouse Financial's 13F filing for Q2 2026, filed 14 Aug 2026.